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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,208 | $125,193-10.4% | $105,591+6.3% | $145,978-23.1% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 11.42% | 225.53%-214.1pp | 116.43%-105.0pp | 550.52%-539.1pp |
| Employer contribution / active EE | $8,911 | $3,718+139.6% | $3,166+181.5% | $4,662+91.1% |
| Participant deferral / active EE | $4,988 | $5,708-12.6% | $5,008-0.4% | $6,690-25.4% |
| Admin fee / account holder | $12,372 | $17,277-28.4% | $11,024+12.2% | $13,400-7.7% |